11/15/2024 | National Bank of Canada FI | 14,452 | $929K | 0.0% | +25.4% | 0.231% | |
11/15/2024 | Stifel Financial Corp | 4,329 | $278K | 0.0% | -73.1% | 0.069% | |
11/14/2024 | Captrust Financial Advisors | 23,590 | $1.52M | 0.0% | +6.1% | 0.377% | |
11/14/2024 | Walleye Trading LLC | 10,460 | $673K | 0.0% | +109.2% | 0.167% | |
11/13/2024 | Independent Advisor Alliance | 4,565 | $294K | 0.0% | N/A | 0.073% | |
11/12/2024 | Pekin Hardy Strauss Inc. | 21,789 | $1.40M | 0.2% | +174.8% | 0.349% | |
|
11/7/2024 | Napa Wealth Management | 6,524 | $419K | 0.2% | -27.9% | 0.104% | |
11/5/2024 | Private Wealth Advisors LLC | 59,809 | $3.85M | 1.5% | +54.9% | 0.957% | |
10/29/2024 | Solstein Capital LLC | 12,405 | $798K | 0.4% | -15.4% | 0.198% | |
10/29/2024 | Farther Finance Advisors LLC | 460 | $30K | 0.0% | N/A | 0.007% | |
10/25/2024 | Diversify Wealth Management LLC | 4,689 | $284K | 0.0% | N/A | 0.075% | |
10/24/2024 | Leuthold Group LLC | 71,111 | $4.57M | 0.5% | -0.5% | 1.138% | |
10/4/2024 | HBW Advisory Services LLC | 11,583 | $745K | 0.1% | N/A | 0.185% | |
8/14/2024 | Insigneo Advisory Services LLC | 3,390 | $195K | 0.0% | N/A | 0.054% | |
8/12/2024 | Marathon Trading Investment Management LLC | 7,500 | $431K | 0.0% | N/A | 0.120% | |
8/9/2024 | Pekin Hardy Strauss Inc. | 7,930 | $456K | 0.1% | -71.2% | 0.127% | |
8/3/2024 | National Bank of Canada FI | 11,528 | $660K | 0.0% | +48.2% | 0.184% | |
7/31/2024 | Commonwealth Equity Services LLC | 19,005 | $1.09M | 0.0% | -21.9% | 0.304% | |
7/23/2024 | Private Wealth Advisors LLC | 38,605 | $2.21M | 0.9% | +2.9% | 0.618% | |
7/12/2024 | Baldwin Brothers LLC MA | 860 | $49K | 0.0% | N/A | 0.014% | |
5/17/2024 | Walleye Trading LLC | 5,000 | $306K | 0.0% | N/A | 0.080% | |
5/9/2024 | Delos Wealth Advisors LLC | 1,096 | $67K | 0.1% | N/A | 0.018% | |
5/8/2024 | Private Wealth Advisors LLC | 37,507 | $2.30M | 0.9% | N/A | 0.600% | |
5/6/2024 | Leuthold Group LLC | 71,373 | $4.37M | 0.5% | +278.8% | 1.190% | |
5/3/2024 | Delphi Financial Group Inc. | 8,000 | $490K | 0.3% | +25.0% | 0.133% | |
4/29/2024 | Commonwealth Equity Services LLC | 24,346 | $1.49M | 0.0% | +3.3% | 0.406% | |
4/26/2024 | Checchi Capital Advisers LLC | 7,557 | $463K | 0.0% | +28.8% | 0.126% | |
4/24/2024 | Solstein Capital LLC | 14,821 | $907K | 0.6% | -39.3% | 0.247% | |
4/19/2024 | Financial Sense Advisors Inc. | 7,800 | $478K | 0.2% | -91.6% | 0.217% | |
3/28/2024 | Newbridge Financial Services Group Inc. | 1,600 | $105K | 0.1% | +60.0% | 0.044% | |
2/13/2024 | Walled Lake Planning & Wealth Management LLC | 10,794 | $710K | 0.3% | -13.0% | 0.300% | |
2/9/2024 | Advisory Services Network LLC | 12,640 | $832K | 0.0% | +18.7% | 0.351% | |
2/8/2024 | Northeast Financial Group Inc. | 10,004 | $658K | 0.3% | -44.6% | 0.278% | |
2/8/2024 | Laffer Tengler Investments Inc. | 6,302 | $415K | 0.1% | -18.7% | 0.175% | |
2/8/2024 | Janney Montgomery Scott LLC | 10,758 | $708K | 0.0% | N/A | 0.299% | |
2/7/2024 | Checchi Capital Advisers LLC | 5,867 | $386K | 0.0% | -34.8% | 0.163% | |
2/6/2024 | Leuthold Group LLC | 18,843 | $1.24M | 0.2% | -59.5% | 0.523% | |
2/6/2024 | Bordeaux Wealth Advisors LLC | 5,383 | $354K | 0.1% | -35.9% | 0.150% | |
2/5/2024 | Pekin Hardy Strauss Inc. | 27,405 | $1.80M | 0.3% | +84.9% | 0.761% | |
2/2/2024 | Spinnaker Trust | 129,936 | $8.55M | 0.6% | +2.5% | 3.609% | |
Buffett Dumps $982 Million in BofA Stock—What Does He Know? (Ad) Buffett's been eerily quiet about his reasons, but his actions speak volumes. When someone with his track record starts pulling out of the market, it's time to pay attention. Get your FREE, no-obligation Wealth Protection Guide now |
1/30/2024 | Delphi Financial Group Inc. | 6,400 | $421K | 0.2% | -8.6% | 0.178% | |
1/23/2024 | Solstein Capital LLC | 24,426 | $1.61M | 1.2% | N/A | 0.679% | |
1/12/2024 | Financial Sense Advisors Inc. | 93,268 | $6.14M | 2.3% | N/A | 2.591% | |
1/11/2024 | Dynamic Advisor Solutions LLC | 3,209 | $206K | 0.0% | N/A | 0.089% | |
11/15/2023 | Scotia Capital Inc. | 6,655 | $414K | 0.0% | -20.3% | 0.185% | |
11/15/2023 | Evergreen Capital Management LLC | 96,660 | $6.01M | 0.3% | -2.8% | 2.685% | |
11/14/2023 | Thomas J. Herzfeld Advisors Inc. | 7,278 | $453K | 0.2% | +97.8% | 0.202% | |
11/13/2023 | WCG Wealth Advisors LLC | 14,865 | $924K | 0.1% | N/A | 0.413% | |
11/13/2023 | Checchi Capital Advisers LLC | 8,992 | $559K | 0.1% | +23.8% | 0.250% | |
11/8/2023 | Spinnaker Trust | 126,747 | $7.88M | 0.6% | +0.8% | 3.521% | |
11/8/2023 | Pekin Hardy Strauss Inc. | 14,825 | $922K | 0.1% | -3.3% | 0.412% | |
11/8/2023 | Hussman Strategic Advisors Inc. | 12,500 | $777K | 0.1% | -50.0% | 0.347% | |
11/7/2023 | Leuthold Group LLC | 46,511 | $2.89M | 0.4% | -71.5% | 1.292% | |
11/3/2023 | Delphi Financial Group Inc. | 7,000 | $435K | 0.2% | N/A | 0.194% | |
10/27/2023 | Bordeaux Wealth Advisors LLC | 8,400 | $522K | 0.2% | +23.5% | 0.233% | |
10/23/2023 | Commonwealth Equity Services LLC | 14,089 | $876K | 0.0% | -12.6% | 0.391% | |
10/17/2023 | Newbridge Financial Services Group Inc. | 1,000 | $62K | 0.0% | N/A | 0.028% | |
10/11/2023 | Northeast Financial Group Inc. | 18,072 | $1.12M | 0.7% | +18.9% | 0.502% | |
10/5/2023 | Foundations Investment Advisors LLC | 3,750 | $233K | 0.0% | N/A | 0.104% | |
8/11/2023 | V Wealth Advisors LLC | 15,035 | $970K | 0.2% | -1.3% | 0.418% | |
8/11/2023 | Northeast Financial Group Inc. | 15,198 | $981K | 0.6% | N/A | 0.422% | |
8/10/2023 | Checchi Capital Advisers LLC | 7,261 | $469K | 0.0% | +10.3% | 0.207% | |
8/8/2023 | Leuthold Group LLC | 163,200 | $10.53M | 1.4% | -0.5% | 4.663% | |
8/3/2023 | Scotia Capital Inc. | 8,355 | $539K | 0.0% | N/A | 0.239% | |
8/3/2023 | Dynamic Advisor Solutions LLC | 3,672 | $237K | 0.0% | -7.8% | 0.105% | |
8/2/2023 | Cornerstone Wealth Group LLC | 142,983 | $9.23M | 1.7% | N/A | 4.085% | |
8/2/2023 | Bank of Montreal Can | 18,400 | $1.23M | 0.0% | N/A | 0.526% | |
8/1/2023 | Spinnaker Trust | 125,691 | $8.11M | 0.6% | +1.6% | 3.591% | |
7/31/2023 | LPL Financial LLC | 12,668 | $818K | 0.0% | -39.5% | 0.362% | |
7/20/2023 | Pacific Sage Partners LLC | 5,247 | $339K | 0.1% | -13.8% | 0.150% | |
7/11/2023 | Flagship Harbor Advisors LLC | 208,478 | $13.46M | 1.1% | N/A | 5.957% | |
5/12/2023 | Walled Lake Planning & Wealth Management LLC | 12,300 | $863K | 0.5% | N/A | 0.390% | |
5/11/2023 | Camarda Financial Advisors LLC | 25,794 | $1.81M | 1.4% | N/A | 0.819% | |
5/9/2023 | Laffer Tengler Investments | 10,569 | $741K | 0.2% | N/A | 0.336% | |
5/8/2023 | Pekin Hardy Strauss Inc. | 15,325 | $1.08M | 0.1% | +1.3% | 0.487% | |
5/8/2023 | Checchi Capital Advisers LLC | 6,584 | $462K | 0.0% | +6.7% | 0.209% | |
5/5/2023 | Delphi Financial Group Inc. | 5,600 | $393K | 0.2% | N/A | 0.178% | |
5/4/2023 | Bordeaux Wealth Advisors LLC | 6,100 | $428K | 0.2% | N/A | 0.194% | |
5/3/2023 | Krilogy Financial LLC | 18,947 | $1.33M | 0.1% | N/A | 0.601% | |
5/2/2023 | Venturi Wealth Management LLC | 635 | $45K | 0.0% | N/A | 0.020% | |
5/2/2023 | V Wealth Advisors LLC | 15,228 | $1.07M | 0.2% | -3.9% | 0.483% | |
4/18/2023 | Leuthold Group LLC | 164,097 | $11.51M | 1.5% | +147.4% | 5.209% | |
2/14/2023 | Quantitative Advantage LLC | 37,277 | $2.65M | 0.4% | -10.1% | 1.065% | |
2/13/2023 | Pekin Hardy Strauss Inc. | 15,125 | $1.08M | 0.1% | +2.2% | 0.432% | |
2/10/2023 | Checchi Capital Advisers LLC | 6,171 | $439K | 0.0% | -11.8% | 0.176% | |
2/8/2023 | InterOcean Capital Group LLC | 3,080 | $219K | 0.0% | N/A | 0.088% | |
2/7/2023 | Commonwealth Equity Services LLC | 8,435 | $599K | 0.0% | +127.8% | 0.241% | |
2/7/2023 | LPL Financial LLC | 27,996 | $1.99M | 0.0% | +205.6% | 0.800% | |
2/2/2023 | Spinnaker Trust | 123,669 | $8.79M | 0.7% | +5.2% | 3.533% | |
1/31/2023 | Leuthold Group LLC | 66,322 | $4.72M | 0.6% | +3.1% | 1.895% | |
Buffett Dumps $982 Million in BofA Stock—What Does He Know? (Ad) Buffett's been eerily quiet about his reasons, but his actions speak volumes. When someone with his track record starts pulling out of the market, it's time to pay attention. Get your FREE, no-obligation Wealth Protection Guide now |
1/31/2023 | Pacific Sage Partners LLC | 6,089 | $433K | 0.1% | N/A | 0.174% | |
1/23/2023 | Jmac Enterprises LLC | 7,857 | $559K | 0.2% | -57.6% | 0.235% | |
1/18/2023 | Private Trust Co. NA | 504 | $36K | 0.0% | +40.0% | 0.016% | |
1/11/2023 | Vigilare Wealth Management | 13,000 | $924K | 0.5% | +36.8% | 0.448% | |
11/16/2022 | CreativeOne Wealth LLC | 153,055 | $9.89M | 0.6% | N/A | 5.566% | |
11/15/2022 | Nvwm LLC | 3,855 | $249K | 0.1% | N/A | 0.140% | |
11/14/2022 | Thomas J. Herzfeld Advisors Inc. | 5,226 | $338K | 0.1% | N/A | 0.174% | |
11/10/2022 | UBS Group AG | 90,592 | $5.85M | 0.0% | +215.1% | 3.020% | |
11/9/2022 | Checchi Capital Advisers LLC | 6,993 | $452K | 0.0% | -17.2% | 0.233% | |
11/8/2022 | O Dell Group LLC | 396 | $26K | 0.0% | +260.0% | 0.013% | |